Certified Advisory Corp

SEC CIK: 0001731732
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

UTG holding history

Reaves Utility Income Fund in every 13F filed by Certified Advisory Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overview All 13F holders of UTG Full Q2 2026 holdings

Shares (Q2 2026): 16,070
Value: $654.4K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UTG by Certified Advisory Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,070	$654.4K	0.1%	+63+0.4%	Added	Holders
Q1 2026	16,007	$628.7K	0.1%	−139−0.9%	Reduced	Holders
Q4 2025	16,146	$590.6K	0.1%	−132−0.8%	Reduced	Holders
Q3 2025	16,278	$645.0K	0.1%	+1,032+6.8%	Added	Holders
Q2 2025	15,246	$551.6K	0.1%	−2,076−12.0%	Reduced	Holders
Q1 2025	17,322	$563.6K	0.1%	+137+0.8%	Added	Holders
Q4 2024	17,185	$544.6K	0.1%	+134+0.8%	Added	Holders
Q3 2024	17,051	$559.4K	0.1%	−617−3.5%	Reduced	Holders
Q2 2024	17,668	$482.7K	0.1%	−2,015−10.2%	Reduced	Holders
Q1 2024	19,683	$530.6K	0.1%	−593−2.9%	Reduced	Holders
Q4 2023	20,276	$542.2K	0.1%	−1,881−8.5%	Reduced	Holders
Q3 2023	22,157	$546.2K	0.1%	+1,176+5.6%	Added	Holders
Q2 2023	20,981	$575.3K	0.1%	+501+2.4%	Added	Holders
Q1 2023	20,480	$581.2K	0.1%	+1,238+6.4%	Added	Holders
Q4 2022	19,242	$544.0K	0.1%	−1,240−6.1%	Reduced	Holders
Q3 2022	20,482	$558.0K	0.1%	+583+2.9%	Added	Holders
Q2 2022	19,899	$617.0K	0.1%	+2,650+15.4%	Added	Holders
Q1 2022	17,249	$596.0K	0.1%	+4,727+37.7%	Added	Holders
Q4 2021	12,522	$440.0K	0.1%	+717+6.1%	Added	Holders
Q3 2021	11,805	$387.0K	0.1%	+1,764+17.6%	Added	Holders
Q2 2021	10,041	$344.0K	0.1%	+101+1.0%	Added	Holders
Q1 2021	9,940	$333.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.